Skip to content
VaultyVaulty Docs

Savings and goals

Two menus that work as a pair: Savings for recording money saved or invested, and Goals for what you want to reach. Both are on the Personal plan and above.

Recording savings

Section titled “Recording savings”

Savings page with total savings and investments

  1. Open Savings and click Add Savings.
  2. Choose the Date and Type (Savings or Investments).
  3. Enter the Savings Name, for example “Emergency Fund” or “Mutual Fund”.
  4. Enter a Deposit for money going in, or a Withdrawal for money taken out.
  5. Click Add.

Add Savings form

Each account’s balance is deposits minus withdrawals, shown on the cards above the list.

Creating a goal

Section titled “Creating a goal”

Savings Targets page with progress for each goal

  1. Open Goals and click Add Target.
  2. Enter the Target Name (for example “Trip to Bali”) and the Target Amount.
  3. Choose the Connected Savings Account: that account’s balance counts as progress.
  4. Pick the Start Date and Target Date.
  5. Click Add.

Add Target form

Each goal shows progress, Remaining Time, and Needed per Month: how much to save every month to arrive on time. The Insight section at the top tells you which goals are nearly done.